Vince & Joes Fruit Market 401(K) Plan — Form 5500 plan (Vince & Joes Fruit Market, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vince & Joes Fruit Market 401(K) Plan is a benefit plan reported by Vince & Joes Fruit Market, Inc. under EIN 38-2639366 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $8,566,979 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.6MPlan net assets, end of year$8,566,979
Participants314Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,283 (computed)
Provider compensation$44.8K5 Schedule C provider row(s)$44,788
Plan sponsor
Vince & Joes Fruit Market, Inc.
EIN
38-2639366
Plan number
001
Plan type
2
Location
Clinton Township, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241008132953NAL0030069376001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$453.9K
Benefits paid / distributions$411.1K
Contributions
Employer$291.3K
Participant$538K
Full reported line items

Net assets

Total assets (EOY)
$8,566,979
Total liabilities (EOY)
$0
Net assets (EOY)
$8,566,979
Net assets (BOY)
$7,230,090

Income & contributions

Employer contributions
$291,271
Participant contributions
$538,019
Total contributions
$829,290
Total income / additions
$1,790,821

Expenses & distributions

Benefits paid
$411,094
Administrative expenses
$42,838
Total expenses
$453,932
Net increase / (decrease)
$1,336,889
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vince & Joes Fruit Market IncOTHER$34,301not reported in the loaded dataset2023
Dyatech LLCCONTRACT ADMIN$1,952$3,7502023
Rbc Capital Markets LLCINVESTMENT ADVISOR$3,935not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$850$02023
Empower Advisory Group, LLCINVESTMENT MGMT$0not reported in the loaded dataset2023

Related Form 5500 pages